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Bank of America

3,297 hedge funds and large institutions have $280B invested in Bank of America in 2025 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 1,365 increasing their positions, 1,287 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

0% more funds holding

Funds holding: 3,2823,297 (+15)

10% less funds holding in top 10

Funds holding in top 10: 127114 (-13)

36% less call options, than puts

Call options by funds: $5.36B | Put options by funds: $8.35B

Holders
3,297
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
114
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.36B
Puts
$8.35B
Net Calls
Net Calls Change

Top Buyers

1 +$2.08B
2 +$1.03B
3 +$864M
4
Citigroup
Citigroup
New York
+$757M
5
Capital World Investors
Capital World Investors
California
+$737M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
751
Socorro Asset Management
Texas
$8.07M
BP
752
Ballentine Partners
Massachusetts
$8.05M
SIM
753
Seaview Investment Managers
Florida
$8M
VHAM
754
Van Hulzen Asset Management
California
$7.95M
WBC
755
Westpac Banking Corp
Australia
$7.91M
UCMOK
756
United Capital Management of KS
Kansas
$7.84M
RWP
757
RWA Wealth Partners
Massachusetts
$7.82M
HAI
758
Hennessy Advisors Inc
California
$7.78M
UF
759
Univest Financial
Pennsylvania
$7.74M
NIM
760
Northeast Investment Management
Massachusetts
$7.73M
LF
761
Longbow Finance
Switzerland
$7.72M
BAM
762
Boyar Asset Management
New York
$7.71M
SLI
763
Sumitomo Life Insurance
Japan
$7.7M
FMWA
764
Forvis Mazars Wealth Advisors
Missouri
$7.68M
SCA
765
Stieven Capital Advisors
Missouri
$7.67M
CA
766
Clearstead Advisors
Ohio
$7.66M
SF
767
Summit Financial
New Jersey
$7.66M
OIA
768
OneDigital Investment Advisors
Kansas
$7.64M
PJWM
769
Philip James Wealth Mangement
Georgia
$7.63M
IAN
770
Integrated Advisors Network
Texas
$7.61M
EFMC
771
Empire Financial Management Company
New York
$7.61M
IWA
772
Icon Wealth Advisors
Texas
$7.55M
HIC
773
Harbor Island Capital
Massachusetts
$7.53M
KA
774
Kintegral Advisory
New York
$7.45M
LA
775
Lynch & Associates
Indiana
$7.44M